Independent wealth management firm at 1250 Prospect St Suite 1, La Jolla, CA 92037, managing $1.9 billion in assets under management for affluent executives, entrepreneurs, endowments, and foundations. Founded in 2007 by brothers Trevor, Tim, and Ryan Callan after 15 years at a large brokerage, Callan Capital operates as a fiduciary RIA with a $15,000 minimum annual fee and offices in both La Jolla and Austin, Texas. The firm employs 7 financial advisors and serves over 250 high-net-worth clients with financial planning, asset management, tax analysis, executive benefit planning, and philanthropic strategy. Investors comparing Callan's high-touch model against a lower-cost passive approach have Canter Wealth on Fay Avenue, which builds factor-based ETF portfolios at a lower fee threshold. Estate and trust drafting that accompanies Callan's planning work is handled by firms like Albence & Associates on Fay Avenue.